Here's When You Should Do Roth Conversions episode artwork

EPISODE · Oct 1, 2024 · 13 MIN

Here's When You Should Do Roth Conversions

from Retirement Answers · host Jacob Duke, CFP®

Trying to figure out when you should do Roth conversions? In this episode, I share the optimal times to do Roth conversions so that you get the most out of this important tax minimization strategy.———————————————————————————Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

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Here's When You Should Do Roth Conversions

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